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Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
Montag & Associates
Georgia
$4.14M -$365K -3,089 -7%
CA
702
Clearstead Advisors
Ohio
$4.12M +$102K +865 +2%
PWM
703
Perigon Wealth Management
California
$4.12M -$21.1K -178 -0.4%
PAM
704
Palisade Asset Management
Minnesota
$4.12M -$2.37K -20 -0%
DLCIG
705
D.L. Carlson Investment Group
New Hampshire
$4.1M -$24.7K -209 -0.5%
EAM
706
EULAV Asset Management
Florida
$4.09M +$4.74M +40,039 New
FC
707
FORA Capital
Florida
$4.09M +$4.73M +39,981 New
S
708
Surevest
California
$4.07M +$401K +3,392 +9%
CC
709
Cypress Capital
Tennessee
$4.03M
BCB
710
Brian C. Broderick
$4M +$323K +2,730 +7%
RFC
711
Regions Financial Corp
Alabama
$3.97M -$198K -1,677 -4%
OA
712
Oxbow Advisors
Texas
$3.95M -$4.29M -36,271 -48%
PFS
713
Prospera Financial Services
Texas
$3.94M -$1.25M -10,550 -22%
BFM
714
Boston Financial Management
Massachusetts
$3.92M -$2.84K -24 -0.1%
AWM
715
AE Wealth Management
Kansas
$3.91M -$1.7M -14,333 -27%
UF
716
Univest Financial
Pennsylvania
$3.91M +$203K +1,718 +5%
MADR
717
Milestones Administradora de Recursos
Brazil
$3.91M +$2.07M +17,530 +85%
CIA
718
Choate Investment Advisors
Massachusetts
$3.9M +$1.9M +16,079 +73%
FLPIM
719
F.L. Putnam Investment Management
Massachusetts
$3.88M -$109K -922 -2%
WCM
720
Whitener Capital Management
North Carolina
$3.88M -$3.55K -30 -0.1%
BFA
721
Beaumont Financial Advisors
Massachusetts
$3.87M -$786K -6,646 -15%
TSS
722
Thomas Story & Son
Indiana
$3.87M -$78.8K -666 -2%
CMTU
723
Capital Markets Trading (UK)
United Kingdom
$3.86M +$4.47M +37,772 New
NRS
724
Neville Rodie & Shaw
New York
$3.84M -$88K -744 -2%
BIM
725
Bridges Investment Management
Nebraska
$3.81M +$116K +985 +3%